Add Accountant to Business

We will see how to add accountant to your business.

Adding a Chartered Accountant to your business will help in Filing GST Returns.

It will help in sharing invoices with the accountant.

After one time setup, the business owner no longer has to send invoices for GST filing every month/quarter.

Add Chartered Accountant to your Business

Steps to add an Accountant to your business

1. Go to Left Menu -> Settings

2. Click on CA Setting.

3. Add Chartered Accountant details, such as,

   • Email - Enter the email of the Chartered Accountant whom you wish to add.

   • Start Date - Enter the start date from which you wish to share the invoices. E.g. if you wish that your CA has access to invoices starting from 1st September 2022, select this start date here.

4. Click on Share Invoices with CA.

The Accountant will have access to only valid Invoices.

Canceled Invoices or Draft Invoice will not be available to the Accountant.

The Accountant has to login to Veepan.com with the same Email Id provided in "CA Setting"